Ownership history in Gray Private Wealth, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Gray Private Wealth, LLC reported a position in MICROSOFT (MSFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 3,441 | +94 | +2.8% | 0.81% | $1.7M | $482.52 |
| 2025 Q3 | ADDED | 3,347 | +92 | +2.8% | 0.87% | $1.7M | $515.81 |
| 2025 Q2 | REDUCED | 3,255 | -1,156 | -26.2% | 0.87% | $1.6M | $494.54 |
| 2025 Q1 | ADDED | 4,411 | +1,496 | +51.3% | 1.00% | $1.7M | $372.54 |
As of 2025 Q4 — sorted by position size